In their proposed form, President Bush's new savings plans would dramatically alter the financial planning landscape. It's too early to predict the ultimate fate of these proposals; many pundits doubt that the plans will get passed in anything...
If it ain't broke, why fix it? It's a frequently invoked reason for not adding managed accounts to an advisory practice. Unfortunately, that axiom does not allow for shades of brokenness, for the possibility that an advisory business might descend...
Director of Family Office Suitable candidate will be a “multi-tasker” possessing great energy, leadership and managerial skills. Ability to organize people, tasks and events with appropriate etiquette is crucial. Must be personable...
With the tax benefits of 529 college savings plans set to expire in 2010 several financial services firms have announced the creation of a lobbying group to make sure that Congress does the right thing – making the tax-free savings...
Company: Bank of America Position: Trust Officer II Location: Newport Beach, CA. Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...
Company: Bank of America Position: Trust Officer II Location: Phoenix, Arizona Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...
Title: Portfolio Manager Company: Bank of America Location: Del Mar, CA. Responsibilities: Advisor to and manage of larger, more complex portfolios of high net worth clients. Retain and grow the business through referrals. Act as subject expert in...
Company: Bank of America Position: Estate Planner Location: Dallas, Texas Position Description: Assists Financial Advisor (FA) in the discovery and analysis of estate planning/ wealth transfer needs of selected BAI clients. Provides objective...
